419 results found
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NEED a single page printout of my portfolio -- including %gain/loss since purchase
I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)
4 votes -
Add option in portfolio management to deposit/widthraw cash that does not affect the total return
People in reality take money out or deposit money into the portfolio. The current version 6 or 7 will change the Return On Investment (ROI) when adding or taking money from the Initial investment, regardlless of when the transaction was done, resulting in a skewed ROI. There should be an option to add or take money on a specific date so the ROI will be calculated accurately.
4 votes -
4 votes
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Add Portfolio Graph Options - YTD and CUSTOM in addition to EOD and Intraday
I'd like to have the ability to see my portfolio performance on a custom time period as well as YTD. If you track a portfolio for several years, you want to see how you are doing in the current year or maybe current quarter.
4 votes -
In portfolio report (V V 7) if you can put calender for two dates for the reporting period
Allow user to define two dates in portfolio reporting to select performance of the portfolio
4 votes -
4 votes
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In VV7 put the max Drawdown in the portfolio report as it is in the backtest Report
In VV7 put the Max Drawdown in the portfolio report as it is in the backtest Report
4 votes -
4 votes
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4 votes
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Allow full import capability from a CSV file into Portfolio Manager
Currently, the only data that can be imported using a CSV file into VV is to Watchlist. I would like to be able to import CSV data into Portfolio Manager, that has been originally exported from Vector Vest (Date and Time stamp, Details of the purchase, and historical pricing associated with the trade) into Portfolio Manager. If it can be exported, there should be some easy way to import it.
Bob Turnbull, Burlington, Ontario
3 votes -
Portfolio Re-balancing
Portfolio Re-balancing can be an important aspect of portfolio management for longer term portfolios. Provide a portfolio re-balancing tool that will automatically generate transactions to adjust the portfolio to percentages defined by the user for each security.
3 votes -
More Robust options for portfolio export
Allow selection of more portfolio fields when exporting a portfolio to excel. System only allows export of company name and symbol when doing this:
right click(in portfolio holdings)>>Export to .csv>>All Rows
3 votes -
receive email alerts on some but not all portfolios that have the genius turned on
I would like to receive email alerts on some portfolios that have the genius turned on but not on all of them. Right now we receive email notifications on all portfolios that have the genius turned on. Would be nice to differentiate which portfolios we want to have notifications and which ones we do not. The latter would be portfolios that we are just following but not trading.
3 votes -
Add ProfitLocker as a Graph Parameter
Right now there is no way to know when you are nearing your ProfitLocker stop. It's not graphed out on a graph, nor is it available as just a parameter dollar value. A graphed indicator within a stock's graph would be best, but a single ProfitLocker stop value in the Graph Control Panel would be better than nothing.
Right now we fly blind with ProfitLocker, until it hits us upside the head with an sell alert out of nowhere. That's no way to "monitor" your stops. And $495 for Pro is too much, plus it has features that most of…
3 votes -
YTD Portfolio Performance needs to be added to the Portfolio Performance Report
YTD Portfolio Performance needs to be added to the Portfolio Performance spreadsheet. You have % Gain/Loss, ARR, CROR so why can't you add YTD Gain/Loss without opening the View Summery Report in Reports? Many people have asked for this if you look at all the requests in Portfolio. Add all us up and move request to the top of the list. You already have the info in each individual portfolio report. It has to be an easy fix.
3 votes -
Profit Locker Email Alert Improvement
When a Profit Locker Stop is triggered and an email alert send to the user, it would be very helpful (and save calls to support) if the ACTUAL stop percentage used to trigger the sell were included in the email. e.g. If a 10% loss target had been tightened to, say, 6% it is not at all clear why the stop was triggered.
This can be seen with Profit Locker Pro but for those who do not have the Pro version this would be very helpful.
3 votes -
I need more than 10 GENIUSES - Can I have 20, please?
I think the GENIUS is one of the best features in VectorVest.
After I run my back tests, I convert the portfolio and turn the GENIUS ON to see how it will trade in the future.
I need more than 10.
Could we have 20 please?3 votes -
Portfolio Performance -> Portfolio
I like the new feature "Portfolio Performance" and use it to compare my PaperTrading strategies before using 'the best' for real money transactions. My question: would it be possible to automatically open the actual portfolio by right clicking on the desired line within the list.
3 votes -
Profit locker
The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?
3 votes -
Allow maintaining poftfolios with fractional shares
I use Motif Investing as my broker. Motif allows customers to create "portfolios" of up to 30 issues for one commission ($9.95) regardless of how big or small the portfolios are. And they do this showing fractional shares down to the fourth decimal place. Being able to track performance of fractional shares is important to me making the VV Portfolio tab less than as good as it could be. To quote another request here, "I'd like my VV portfolio to match my brokerage account."
3 votes
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